Understand scheduled reports

Learn when scheduled reports are useful and what to check before relying on them.

Reports

Understand scheduled reports

Learn when scheduled reports are useful and what to check before relying on them.

Where this lives

Scheduled reports let the team receive the same report on a recurring cadence without rebuilding it each time.

Use scheduled delivery for weekly finance review, daily operational snapshots, or recurring leadership updates.
Only schedule reports people will actually read.
Make sure recipients are appropriate for the sensitivity of the data.

Check the underlying report filters before scheduling it.
Review cadence, timezone expectations, and recipient list whenever team roles change.
If a scheduled report looks wrong, fix the source report first instead of editing the email around it.

Learn when scheduled reports are useful and what to check before relying on them.

Scheduled reports let the team receive the same report on a recurring cadence without rebuilding it each time.

Use scheduled delivery for weekly finance review, daily operational snapshots, or recurring leadership updates.
Only schedule reports people will actually read.
Make sure recipients are appropriate for the sensitivity of the data.

Check the underlying report filters before scheduling it.
Review cadence, timezone expectations, and recipient list whenever team roles change.
If a scheduled report looks wrong, fix the source report first instead of editing the email around it.